by Kristin Beane | May 18, 2022 | Community News, FPANE News, Home Page Features
Join us for this interactive, virtual, panel discussion on Breaking into the Financial Planning Industry. Featuring… Marguerita (Rita) Cheng – Certified Financial Planner® Chief Executive Officer at Blue Ocean Global Wealth. Justin Green – CFP®,...
by Kristin Beane | Apr 1, 2022 | Community News, FPANE News, Home Page Features
Planning for Medicare with Susan Flanagan of BCBS MA Are you reaching out to your clients as they approach age 65? This is the time many people have questions about Medicare. When should they enroll, what happens if they continue to work, what are the options once...
by Kristin Beane | Feb 7, 2022 | Community News, FPANE News, Home Page Features
Please join us, March 30th at noon for the latest installment of Wicked Tech Talks as we discuss cybersecurity and compliance. We will cover the SEC’s proposed cyber rule, risk reduction strategies, and regulatory compliance on cybersecurity issues. Our panel of...
by Kristin Beane | Feb 1, 2022 | Community News, FPANE News, Home Page Features
Wellness Webinar: March 14th @ 9AM – Bring your morning cup of coffee to discuss all things Medicare with Susan Flanagan of BCBS. Event...
by Kristin Beane | Oct 26, 2021 | Community News, FPANE News, Home Page Features
Join us November 17th at 12 noon with our newest Platinum Partners from Changebridge- Ross Klein & Vincent Lorusso of Changebridge Capital, LLC They will be discussing combining the benefits of quantitative tools with fundamental analysis in portfolio management....
by Kristin Beane | Oct 21, 2021 | Community News, FPANE News, Home Page Features
Join Susan Flanagan to learn how Blue Cross Blue Shield of Massachusetts Planning for Medicare: Countdown to 65 This presentation is geared towards individuals approaching Medicare Eligibility. Topics covered include health insurance information outside of employer...
